Latest Institutional Transactions on Energy Sector Spdr (XLE)
This table provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.92K+ 4.87% |
$246K - $269K
|
62.8K
$5.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-665- 2.64% |
$56K - $61.2K
|
24.5K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-31- 5.85% |
$2.61K - $2.85K
|
499
$45.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.95K- 3.48% |
$249K - $272K
|
82K
$7.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
162+ 97.01% |
$13.6K - $14.9K
|
329
$30.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
14.2KNew |
$1.2M - $1.31M
|
14.2K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-7.71K- 70.07% |
$649K - $709K
|
3.29K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-96- 3.3% |
$8.09K - $8.83K
|
2.81K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.93KNew |
$247K - $269K
|
2.93K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-198- 7.52% |
$16.7K - $18.2K
|
2.44K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-37- 18.5% |
$3.12K - $3.4K
|
163
$15K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-195- 1.15% |
$16.4K - $17.9K
|
16.8K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.29KNew |
$193K - $210K
|
2.29K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 9.09% |
$50.6K - $55.2K
|
6K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
29+ 0.84% |
$2.44K - $2.67K
|
3.47K
$320K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-8- 0.05% |
$674 - $736
|
14.9K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.99K- 21.47% |
$336K - $367K
|
14.6K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-219- 2.27% |
$18.5K - $20.1K
|
9.44K
$869K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.56K- 31.75% |
$806K - $880K
|
20.6K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.03K- 5.61% |
$86.4K - $94.3K
|
17.3K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 10.48% |
$286K - $313K
|
29K
$2.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-191K- 2.87% |
$16.1M - $17.5M
|
6.44M
$593M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.11K- 20.79% |
$178K - $194K
|
8.04K
$740K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
477+ 4.45% |
$40.2K - $43.9K
|
11.2K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
375+ 7.65% |
$31.6K - $34.5K
|
5.28K
$485K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.52K- 0.93% |
$802K - $875K
|
1.01M
$93.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.22K+ 2.41% |
$524K - $572K
|
265K
$24.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
600New |
$50.6K - $55.2K
|
600
$55.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-452- 3.99% |
$38.1K - $41.6K
|
10.9K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 0.22% |
$843 - $920
|
4.6K
$423K
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-35- 1.08% |
$2.95K - $3.22K
|
3.2K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-25- 1.25% |
$2.11K - $2.3K
|
1.98K
$182K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
327+ 84.5% |
$27.5K - $30.1K
|
714
$65.7K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
130+ 2.28% |
$11K - $12K
|
5.84K
$538K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10.9K+ 213.75% |
$916K - $1M
|
16K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
22.4KNew |
$1.89M - $2.06M
|
22.4K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
77.8K+ 36.91% |
$6.55M - $7.16M
|
289K
$26.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$84.3 - $92
|
5.14K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-18.6K- 77.72% |
$1.56M - $1.71M
|
5.32K
$489K
|
|
|
Nov 12, 2025
Q3 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.47KNew |
$292K - $319K
|
3.47K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
327+ 4.34% |
$27.5K - $30.1K
|
7.87K
$724K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-172- 1.02% |
$14.5K - $15.8K
|
16.7K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.28KNew |
$192K - $210K
|
2.28K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
740+ 0.66% |
$62.3K - $68.1K
|
114K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13+ 0.83% |
$1.1K - $1.2K
|
1.59K
$146K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.72K- 5.36% |
$145K - $159K
|
30.4K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.18K- 5.49% |
$183K - $200K
|
37.5K
$3.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
16.5K+ 353.59% |
$1.39M - $1.52M
|
21.2K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
10.7K+ 187.1% |
$904K - $987K
|
16.5K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-304- 2.46% |
$25.6K - $28K
|
12.1K
$1.11M
|
|